OPS
CMP icon

Orion Portfolio Solutions’s Compass Minerals CMP Stock Holding History

Orion Portfolio Solutions’s Portfolio CMP Stock Details CMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-6,639
Closed -$393K – 646
2021
Q2 		$393K Buy
+6,639
New +$441K 0.02% 415
2020
Q3 		– Sell
-100
Closed -$5K – 725
2020
Q2 		$5K Buy
100
+51
+104% +$2.37K ﹤0.01% 1451
2020
Q1 		$2K Sell
49
-42
-46% -$2.29K ﹤0.01% 1552
2019
Q4 		$6K Buy
+91
New +$5.16K ﹤0.01% 1179

Other funds holding CMP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return

Orion Portfolio Solutions's CMP Position: Q3 2021 in Review

Orion Portfolio Solutions sold out of Compass Minerals (CMP) in Q3 2021, closing a stake of 6,639 shares — an estimated $393K sold.

Orion Portfolio Solutions first reported a position in CMP in Q4 2019 and held it in 4 quarters. The position peaked at $393K in Q2 2021. 295 funds tracked by Wall St. Rank hold CMP as of Q3 2021.

  • Orion Portfolio Solutions reported no remaining Compass Minerals position as of Q3 2021 after selling out during the quarter.
  • Orion Portfolio Solutions sold 6,639 Compass Minerals shares in Q3 2021, an estimated $393K.
  • Orion Portfolio Solutions first reported a position in Compass Minerals in Q4 2019 and held it in 4 quarters.
  • Orion Portfolio Solutions's Compass Minerals position peaked at $393K in Q2 2021.
  • 295 funds tracked by Wall St. Rank held Compass Minerals as of Q3 2021.

Based on Orion Portfolio Solutions's 13F filing for Q3 2021, filed 10 Nov 2021.